Q: MFI is getting blasted this morning. I am inclined not to panic but would like your take on earnings, guidance and especially on whether or not this affects anything in their longer term planning.
Q: Hi, I have followed this company for awhile. It's a Canadian company with a nice dividend. Would you consider this company a value play or a value trap? Would this be a time to take a small position please? Thanks Rick
Q: I noticed that AC is trading at a 4.7 cash flow price ratio, P/E is about 11.5 . My understanding is that, in general, airlines are a poor investment, but I wonder if AC will be willing to pay a dividend, and I ask myself how investors would react to that. Could AC become a dividend paying stock and convert to utility type of company ? , would you buy it just for the growth ? or is too volatile for a long term hold ? thanks
Q: Hello,
I am considering a new position in both of these Brookfield companies, with BAM going in an RSP (slower growth) and BEP in a TFSA (chance for more growth with this one). Makes sense?
I read MA is to acquire tech firm for an undisclosed sum. Since then, the stock has been dipping down .
Would you see this acquisition a plus to the company and would you recommend buying some stock here?
MX - stock is down drastically since Dec2018 and did not recover yet.
The company stated they reached an 5 year agreement with ENAP for natural gas supply to its Chile operations.
What is your outlook on the company in general and do you see the stock recover soon ?
Q: Just read your article on Direct Indexing and the one thing you did not mention is, should a person presently owning a number of ETF's be concerned or will I eventually sell them off and buy into Direct Indexing in order to save costs?
Q: I have held CP for some time. After a period of strong increases, in the past few weeks it has pulled back by over 15%. CNR (which I do not own) also pulled back but not to the same degree. This surprised me as general economic conditions still seem fairly positive and I would have expected the rails to continue with strength. Do you see these companies returning to their positive path over the next 3-6 months? Thank you.
Q: i often see you use the following phrase :
“it is not a must own in our view”
so in your view give me 7-10 stocks for growth that are a must own in your view,i am assuming the above 5 make the list. dave
Q: Air Canada has demonstrated very good EPS growth and ROE for some time. Their stock has had a modest pullback, August through September, but seems to be gaining momentum again. Air Canada has the 2nd largest fleet of Max 737 in the world. Why wouldn't the grounding and route cancellations affect results. Q1 and Q2 results beat estimates. Q3 results, typically the largest reporting period, is due October 29. Do you think it will affect Q3 results? Would you take position now or wait until after October 29.
Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.
Q: Hey guys, what do you think of RBA.CA at this level ? Almost at 52 week high, I have a 5% position, average cost of 40$, obviously, Industrials are a bit too heavy in my portfolio, I also own a 5% in CNR and a 5% in BAD? Any suggestions ?
thank you !
Q: In your Oct 7 market update you show Tsx PE at 14.4% , a yield of 3.4% yet the Globe and Mail dated Oct 5 shows the S&p TSX composite PE at 16.6% and a yield of3.2% as of Oct 3 Please explain the difference particularly the wide variance in the PE
Q: hello 5i:
the railroads are beginning to look a little more interesting to me. While I still think we need at least another 5% taken from the price to become very interested, I wish to know which you'd pick today, knowing you go back and forth on them (you last chose CN in mid-August), and WHY you'd choose the one you do.
thanks
Paul L
Q: I have not invested in the Brookfield group of companies as I do not understand their corporate structure. Could you help by explaining their structure? Thanks